First-rate wealth management solutions tailored to your unique needs

With over 70 years of combined industry experience, our team at Scott J. Lewis Wealth Management helps individuals and families, business owners and executives, and retirees achieve their financial and lifestyle goals. We provide personalized advice so that our clients can enjoy peace of mind, knowing that they are dealing with Canada’s largest and most trusted investment firm.

  • Develop a comprehensive plan for your short - and long-term financial goals
  • Maximize your after-tax investment returns given your needs for income, growth and security
  • Protect your family's financial security with insurance solutions
  • Implement retirement income strategies
  • Design a succession plan for a smooth transition that funds your future plans
  • Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
  • Build a legacy and enrich the lives of others with charitable giving

To learn more about our team, our values; and how we can help you, contact us today. 

Helping you prepare your tax return

A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities.

 

View the Tax Reporting Guide now.